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Rorie M. Sherman

Rorie’s Recent activity

WEALTH MANAGEMENT CONFERENCE
Nov 01, 2003
Every February, on the second weekend of the month, Ted Ridlehuber and his wife sit their three adult daughters and their husbands down for a state-of-the-finances talk. Ridlehuber, president and CEO of the...
T&E BOARD
Nov 01, 2003
We are pleased to announce our revamped philanthropy committee for 2004. Leading the group as chair is David T. Leibell of Cummings & Lockwood LLC. Joining him is this blockbuster lineup: Laura H. Peebles of Deloitte ...
TAX LAW
Nov 01, 2003
From David A. Handler of Kirkland & Ellis LLP, we have this update: Basis of Real Estate Acquired from Exercise of Option Stepped-Up. The will of a taxpayer's mother provided the taxpayer with an option to purchase...
OFF THE HOOK
Oct 01, 2003
John T. Brooks of Foley & Lardner reports: An important recent decision by a California appellate court discusses the malpractice liability of estate-planning lawyers in assessing and documenting clients' competence...
T&E HAPPENINGS
Oct 01, 2003
It is with great pleasure that we announce the appointment of Wendy Davis as Trusts & Estates' new senior editor. Wendy graduated from University of Pennsylvania Law School cum laude in 1988. After working for nearly...
FINAL SPLIT DOLLAR REGS
Oct 01, 2003
Charles Ratner of Ernst & Young reports: Well, now we have them. On Sept. 11, the Treasury Department and Internal Revenue Service issued the final split dollar regulations. If these regs look familiar, it's because...
BREAKING NEWS
Aug 01, 2003
In a first for this magazine, on July 8, we broke a story of national interest by posting on our website a report entitled Wealthy Family Sues Famous Lawyer Over Tax Plan. Sources tell us insurance companies...
MORE PROOF
Aug 01, 2003
The last years of the so-called new economy brought at least one familiar result: America's rich grew richer, according to the most recent Federal Reserve Board survey of consumer finances. Average net worth of the...
Onshore Havens
Jun 01, 2003
Gideon Rothschild, asset-protection expert and member of the New York law firm Moses & Singer, reports that Utah has just joined the growing number of states providing self-settled trusts for asset protection. Until...
New T&E Board Memeber
Jun 01, 2003
This month Andrew M. Parker (Structured Products: Devil in the Details, page 72) joins the Trusts & Estates Advisory Board as a member of the Investments Committee. Parker is director of Equity Risk Management at...
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